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Episode 131: Don’t Forget About Hidden Home Values When Planning For Retirement With Don Graves
Retirement planning conversations can…
Episode 130: Navigating The New Regulatory Standards with Hayley Maldonado and Eric Marhoun
How should the industry successfully navigate the…
Episode 129: Finding Purpose in Retirement with Gary Sirak
Yes, building a retirement plan can feel daunting. However, do you really have a good plan if you don’t have a purpose?
Episode 128: Spreading The Truth About Annuities with Cyrus Bamji
Remember the popular “Got Milk” and “The Other White Meat” slogans?
Episode 127: Meeting the Health Care Needs of Seniors In A Changing Market With Jesse Slome
Any conversation about retirement ultimately revolves around health care…
Episode 126: Delivering Retirement Education and Innovation as a Service With Carson Hewett and Jon Rosborough
Live from the Rolling Stones concert in Atlanta, Georgia…
Episode 125: Earning Higher Safe Interest On Your Saving With Michael Nelskyla
Can a fintech solution help your clients keep their cash safe and grow it…
Episode 124: Telling the PG-Rated Story About The Retirement Crisis With Doug Orchard
We talk with Doug Orchard, who is about to release “The Baby Boomer Dilemma”…
Episode 123: Getting Your Web and Social Presence Right With Robert Knop
What’s the first thing we do today when we’re about to meet with someone for the first time?
Episode 122: Getting Smart About Medicare Options With Ryan McMillan
Brace yourself for another few months of continual Medicare ads on television during open enrollment.
Episode 121: Helping Life Insurance Agents Explain Annuities with Jeff Affronti
Many older clients who need life insurance can also benefit…
Episode 120: Riding the RILA Wave with David Hanzlik
Registered Index-Linked Annuities or RILAs have taken the broker-dealer market by storm over the past several years
Episode 119: Creating Authenticity, Innovation & Empathy In Insurance with Maria Ferrante-Schepis
How can insurance carriers build an empathetic relationship with…
Episode 118: Finding Meaning and Making Money with H. Adam Holt
H. Adam Holt, CEO of Asset-Map, discusses a wide variety of topics…
Episode 117: Matching Your Practice Model To Your Client’s Psychology with Wade Pfau and Alex Murguia
Explore how advisors and firms should change their…
Episode 116: Finding Retirement Solutions That Stick with Wade Pfau and Alex Murguia
What makes a retirement recommendation not only…
Episode 115: Building Real Policyholder Relationships with Molly Black
Carriers spend a lot of time talking about building strong policyholder…
Episode 114: We Love Annuities with Sheryl Moore
Summer is almost over. What’s the outlook for the annuity industry as we head back…
Episode 113: Income Allocation Planning with Jerry Golden
How do you create more income with less market risk and lower fees and income taxes…
Episode 112: Medicare ABGFs with Terence Martin
Healthcare typically is the biggest expense facing retirees. However, can you help you help your clients navigate the…
Episode 111: Know Your Client’s Personality To Provide Better Advice with Dr. Preston Cherry
The regulators make us attest we know our clients…
Episode 110: Creating Happiness For Your Clients with Tom Hegna
How can we create more happy retirement planning clients?
Episode 109: Using and Improving Your RISE Score On The Way to Retirement with Sheila Jelinek and Peter Sun
When planning for retirement…
Episode 108: The Next Five Years In The Business Will Be Thrilling with Jim Kerley
The next few years promise to bring more change…
Episode 107: Finding Extra Savings Through Better Social Security Planning With Jack Sharry
Fixed Indexed Annuities in the…
Episode 106: Getting Ready to Step Out on the Risk Spectrum with Byron Boston
Are you ready to take a step…
Episode 105: Finding Higher & Safer Interest Rates With Gary Zimmerman
What prevents clients from earning higher interest …
Episode 104: Adapting Our Annuity Business to Changing Regulations, Markets, and Consumers
Can we learn what may lie…
Episode 103: Confidently Sorting Through a Sea of Indices With Laurence Black
Fixed Indexed Annuities in the U.S. market now offer…
Episode 102: Readying RIAs to Effectively Offer Annuities (And Many Other Topics) With Michelle Richter
The need for change in how…
Episode 101: One Of These SPIAs Is Not Like The Others With Tamiko Toland
Tamiko talks about the wide variety of SPIAs available on the…
Episode 100: Finding Continued Purpose In Changing Market With Joseph Jordan
In an annuity market driven by indices…
Episode 99: Inventing the Tradable VIX – Figuring Out How to Open the Sealed Coke Can For Investors With Devesh Shah
The CBOE was founded in…
Episode 98: Aligning All Interests – The Client, The Advisor and the Company With Yale Bock
How do independent investment…
Episode 97: From the Iron Curtain To Online Annuity Illustrations With David Novak
We all have our own unique story…
Episode 95: Can You Get What You Want In Retirement With Cyrus Bamji and Colin Devine
Cyrus Bamji and Colin Devine…
Episode 94: Obsess About The Retirement Planning Conversation, Not The Tools with Curtis Cloke
We’re living in remarkable…
Episode 93: Sometimes Even The Harshest Critics Like Our Products With Ethan Schwartz
Annuities are insurance…
Episode 92: Educating Students & Clients In A Stressed World With Matt Carey of Blue Spark
How does one educate…
Episode 91: Television, Trust, & Tenacity with Josh Mellberg
Pioneering a new way to sell annuities to the public…
Episode 90: How Will Private Equity Reshape The Retirement Industry With Scott Hawkins of Conning?
How Will Private Equity…
Episode 89: Retirement Planning And The Role of Life Insurance
Should every advisor ask their client the “mortality question”…
Episode 88: Virtual Planning Goes Permanent with David Wright
Yes, parts of the country are fortunately beginning to…
Episode 87: Turning Your Practice Into a Lamborghini With Derek Notman
Your practice can’t be defined by a zip code in today’s digital age…
Episode 86: How To Retire With Strength With Bruno Caron
How do retirees juggle between between the many…
Episode 85: Framing The Retirement Discussion With Tamiko Toland
A recent study suggests that starting a conversation…
Episode 84: Saving the “Lost Generation” Of Near Retirees With Siavash Radpour
For people ages 55 to 65, the pandemic presents…
Building a Vision of a Better Future Self in a Very Stressed World
Should every advisor ask their client the “mortality question”…
Episode 83: Why Only 7% Of Retirement Assets Sit In Annuities With David Hanzlik
If annuities can solve the critical problem of…
Creating Online Security for Seniors and Their Savings
How do retirees juggle between between the many…
Episode 82: Maybe Politics Won’t Really Impact The Market With Charles Sizemore
We think the elections have…
Episode 81: Predicting The Year Ahead With David Blanchett
What will 2021 bring to the retirement planning…
Episode 80: Navigating Planning For Generations With Rita Cheng
Two weeks ago, we talked about the macro economic…
Episode 79: Separating Policy Noise From News With Barbara Matthews
Changes in federal laws – the CARES Act…
Episode 78: Managing The Stresses Of The Sandwich Generation With Milliman
Have your prepared your clients for retirement…
Episode 77: Syncing Your Message With Your Market With Marie Swift
We all need to reconnect with clients…
Episode 76: Making Sense Of Business News For Your Clients With Jane King
How do you connect the dots with election…
Episode 74: Building Your Brand With Social Media With Debra Jasper
Do you used LinkedIn on a regular basis…
Episode 73: Grow Your Annuity Business Through Good Content With Teresa Leno
Can you find new business by sharing great…
Episode 72: Getting Your Financial Household In Order With Nancy Doyle
Do you have a go-back ready with…
Episode 71: Better Serving Your Female Clients With Kathleen Burns Kingsbury
Some of your most overlooked prospects…
Episode 70: Challenging Retirement Planning Assumptions And With Moshe Milevsky
Professor Moshe A. Milevsky, a finance professor…
Episode 69: Annuities Are Sold Not Bought And Other Debunked Myths With Matt Carey
Matt Carey, Co-Founder & CEO of Blueprint Income…
Episode 68: Creating Efficient, Authentic Connections With Clients Over Video With Charles Samuel
Matt Carey, Co-Founder & CEO of Blueprint Income…
Episode 67: Plotting A New Future For Insurance With Nick Gerhart
Nick Gerhart, insurance executive, regulator, innovator…
Episode 66: Uncovering New Risks In Retirement With Jamie Hopkins
Jamie Hopkins, Managing Director of Carson Coaching…
Episode 65: Discovering Your Retirement “Safe” Word With Lindsay Goldwert
Lindsay Goldwert, Editor-in-Chief of Zeta…
Episode 64: Making Sense Of Sometimes Nonsensical Legislation
Jeff Levine, self-confessed “nerd of nerds” walks us…
Episode 63: Become A “Referable” Agent Or Advisor With Better Social Security Planning
Ash Ahluwalia at OneTeam Financial joins us…
Episode 62: Building An Income Distribution Plan With Wealth Conductor
How do you actually build, manage and monitor…
Episode 61: Emerging Innovation In Annuities With George Castineiras
George Castineiras, Principal at Brewer Lane Ventures…
Episode 60: 5 Reasons To Talk About Healthcare First With Your Clients With Jack Towarnicky
Ads for retirement planning typically focus on…
Episode 59: Mastering Money For The Masses With Norm Champ
Today’s virtual advisor model creates a new…
Episode 58: Stop Barfing Meaningless Cliches On Your Prospects With Sara Grillo
In today’s virtual world, authentic communication creates…
Episode 57: Sales May Be Down, But The Annuity Industry Will Bounce Back With Sheryl Moore
Sheryl Moore, Chief Storyteller of Wink, Inc..
Episode 56: Lessons In Virtual Advising From Canada With Marc Lamoureux
Marc Lamoureux, CEO of Veriday, shares his perspective…
Episode 55: Change Is Not New In The Annuity Industry With Kerry Pechter
Kerry Pechter, Editor of the Retirement Income Journal…
Episode 54: The Case For More Female Advisors With Sheila Jelinek And Suzanne Norman
Sheila Jelinek and Suzanne Norman join us today…
Episode 53: The Future Of Annuities And The Fate Of Our Industry
Bruno Caron, Senior Financial Analyst at AM Best Company…
Episode 52: Using Homes To Create Income In Retirement
Don Graves, Principal of HECM Advisors Group…
Episode 51: Building Income Protection Beyond Age 90 With Ageup
Blair Baldwin, Founder and General Manager of AgeUp…
Episode 50: Building A Modern Annuity Business With Cathy Dewitt Dunn
Today, we talk strategies, trends and client needs…
Episode 49: Life Happens – And Really Matters In 2020 With Faisa Stafford
Faisa Stafford, President and CEO of Life Happens…
Episode 48: How Will The Annuity Landscape Change This Year With Michelle Richter
Michelle Richter, Managing Director of Retirement Enhancement…
Episode 47: Finding Hope, Simplicity And Stability With Joe Jordan
Industry legend Joe Jordan joins us today…
Episode 46: Rethinking Work And Life With Norm Trainor
Norm Trainor, founder and CEO of the Covenant Group…
Episode 45: Adapting to Disruption and Other Lessons from Emerging Markets With Angus Shillington
Angus Shillington, a long-time emerging markets equity expert…
Episode 44: Scrap The 4% Rule – Wade Pfau Says To Use 2.2%
Wade Pfau, the founder of Retirement Researcher…
Episode 42: Could Covid-19 Stress The Social Security System? With Mary Beth Franklin
Mary Beth Franklin, Contributing Editor at InvestmentNews…
Episode 41: Helping Clients Navigate Chaos While Creating New Value For Your Practice With H. Adam Holt
Today, H. Adam Holt, CEO of Asset-Map joins…